iShares iBonds Sep 2017 Term Muni Bond ETF
IBMF
IBMF was delisted on the 1st of September, 2017.
35 hedge funds and large institutions have $35.5M invested in iShares iBonds Sep 2017 Term Muni Bond ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
36% more capital invested
Capital invested by funds: $26.2M → $35.5M (+$9.32M)
30% more funds holding
Funds holding: 27 → 35 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.37M |
| 2 |
BA
Boston Advisors
Boston,
Massachusetts
|
+$2.25M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$1.58M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$989K |
| 5 |
Morgan Stanley
New York
|
+$680K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAC
Asset Advisors Corp
Augusta,
Georgia
|
-$1.58M |
| 2 |
Citigroup
New York
|
-$1.47M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$533K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$114K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
26
Empirical Wealth Management
Seattle,
Washington
| $248K | +$249K | +9,024 | New |
|
|
AWA
27
ARS Wealth Advisors
St. Petersburg,
Florida
| $234K | +$235K | +8,530 | New |
|
28
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $227K | +$227K | +8,250 | New |
|
|
LWI
29
Long Wharf Investors
Boston,
Massachusetts
| $217K | -$21.5K | -780 | -9% |
|
|
MFS
30
MSI Financial Services
Springfield,
Massachusetts
| $176K | – | – | – |
|
|
AIG
31
American International Group
New York
| $170K | +$1.21K | +44 | +0.7% |
|
|
WA
32
Winfield Associates
Cleveland,
Ohio
| $87K | +$87.5K | +3,176 | New |
|
|
VCM
33
Vigilant Capital Management
Portland,
Maine
| $24K | +$24K | +870 | New |
|
34
Envestnet Asset Management
Chicago,
Illinois
| $13K | +$1.76K | +64 | +16% |
|
|
NES
35
New England Securities
New York
| $10K | – | – | – |
|
|
WTB
36
Washington Trust Bank
Spokane,
Washington
| $520 | – | – | – |
|
|
AAC
37
Asset Advisors Corp
Augusta,
Georgia
| – | -$1.58M | -57,600 | Closed |
|
|
38
Citigroup
New York
| – | -$1.47M | -53,514 | Closed |
|
IBMF Hedge Fund Activity: Q4 2013 in Review
35 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) for Q4 2013, worth a combined $35.5M — up 36% from $26.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBMF positions and 2 closed out — a net gain of 9 holders — while 14 added to existing stakes and 7 trimmed.
The largest buyer was Bank of America, adding an estimated $3.37M. The largest seller was Asset Advisors Corp, exiting entirely with an estimated $1.58M sold.
- 35 institutional investors held iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) as of Q4 2013, up from 27 in Q3 2013.
- Funds reported $35.5M of iShares iBonds Sep 2017 Term Muni Bond ETF stock for Q4 2013, up 36% quarter-over-quarter.
- 11 funds opened new iShares iBonds Sep 2017 Term Muni Bond ETF positions in Q4 2013 and 2 closed out, a net change of +9 holders.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF buyer in Q4 2013 was Bank of America, an estimated $3.37M added.
- The largest iShares iBonds Sep 2017 Term Muni Bond ETF seller in Q4 2013 was Asset Advisors Corp, an estimated $1.58M sold.
Based on aggregated 13F filings for Q4 2013.